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Welcome to the Community Conversation. It‘s both brought to you by and hosted by CommunityAmerica. And while some people know who CommunityAmerica is, maybe you don‘t. But what we know is that we have a compelling, interesting, and impactful story to tell. And our goal with these conversations will never be to sell CommunityAmerica‘s products and services, but rather have important conversations with our very talented employees, leaders, members, community partners, experts from a variety of industries and causes to help educate and inform you. You can expect two new episodes per month, each from 25-40 minutes in length. Looking forward to having you jump into The Community Conversation!
Episodes
Monday Nov 14, 2022
The Psychology of Financial Planning
Monday Nov 14, 2022
Monday Nov 14, 2022
The way you feel about money has a significant impact on how you manage it. Typically, those with a financial plan feel more financially secure than those without.
In this podcast, we will discuss the common emotions often associated with money, the vital resource of financial planning, and the many forms it can take. Big or small, simply having a plan can make you feel better about money.
Disclosure: Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities: Are not deposits | Are not NCUA or otherwise federally insured | Are not obligations of, or guaranteed by, the credit union | May lose value.
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